Noble Wealth Management PBC’s WisdomTree True Developed International Fund DOL Stock Holding History

Noble Wealth Management PBC’s Portfolio DOL Stock Details DOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-225	Closed	-$15.3K	–	784
2026 Q1	$15.3K	Hold	225	–	–	0.01%	405
2025 Q4	$14.8K	Hold	225	–	–	0.01%	424
2025 Q3	$14K	Buy	+225	New	+$13.7K	0.01%	403
2025 Q1	$12.4K	Hold	225	–	–	0.01%	345
2024 Q4	$11.1K	Buy	+225	New	+$11.6K	0.01%	336

Other funds holding DOL

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Noble Wealth Management PBC's DOL Position: Q2 2026 in Review

Noble Wealth Management PBC sold out of WisdomTree True Developed International Fund (DOL) in Q2 2026, closing a stake of 225 shares — an estimated $15.3K sold.

Noble Wealth Management PBC first reported a position in DOL in Q4 2024 and held it in 5 quarters. The position peaked at $15.3K in Q1 2026. 109 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Noble Wealth Management PBC reported no remaining WisdomTree True Developed International Fund position as of Q2 2026 after selling out during the quarter.
Noble Wealth Management PBC sold 225 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $15.3K.
Noble Wealth Management PBC first reported a position in WisdomTree True Developed International Fund in Q4 2024 and held it in 5 quarters.
Noble Wealth Management PBC's WisdomTree True Developed International Fund position peaked at $15.3K in Q1 2026.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.